Anna MacIas Email
Wealth Advisor @ Investment Planning Counsel
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Anna MacIas Location
- Ottawa, ON, CA
Anna MacIas Work
- Wealth Advisor @ (April 2014 - Present)
- Associate Investment Advisor @ (May 2010 - December 2013)
- Associate Investment Advisor @ (January 2007 - June 2010)
- Client Services Manager @ IPC Investment Corporation - IP Strategies (June 2004 - January 2007)
- Conference Coordinator @ ACT Conferencing, a PGi Company (January 2000 - January 2004)
Anna MacIas Education
- Algonquin College of Applied Arts and Technology
Business Administration (Finance)
2000-2004
Anna MacIas Skills
- Insurance
- Certified Financial Planner
- Investment Management
- Investments
- Wealth Management
- Management
- Investment Strategies
- Strategy
- Finance
- Wealth
- Portfolio Management
- High Net Worth Individuals
- Retirement Planning
- Financial Planning
- Financial Services
- Mutual Funds
- Wealth Management Services
- Financial Advisory
- Retirement
Anna MacIas Summary
- Anna MacIas, based in Ottawa, ON, CA, is currently a Wealth Advisor at Investment Planning Counsel. Anna MacIas brings experience from previous roles at Canaccord Genuity Wealth Management - IP Strategies, Raymond James Financial Inc. - IP Strategies, IPC Investment Corporation - IP Strategies and ACT Conferencing, a PGi Company. Anna MacIas holds a 2000 - 2004 Business Administration in Finance @ Algonquin College of Applied Arts and Technology. With a robust skill set that includes Insurance, Certified Financial Planner, Investment Management, Investments, Wealth Management and more. Anna MacIas has 3 emails on RocketReach.
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